年後國內糧油市場行情變化及分析預測
一、年後國內主要糧油產品價格變化情況
與年前相比,年後主要糧油品種的價格均呈現穩中上升趨勢。分品種來看,主產區小麥價格略漲,漲幅不到1%;局部地區麵粉價格略漲,天津特一粉上漲0.43%,北京、廣州等地麵粉價格保持穩定;銷區東北產粳米價格均有一定程度的上漲,福州漲幅最大為5.56%,其次是上海,漲幅為4.21%;菜油價格也出現了一定的回升,湖北、安徽、四川菜油的漲幅分別為3.90%、1.25%、3.75%。
二、年後主要糧油品種價格變化原因分析
(一)主產區小麥格穩中上漲
隨著國內小麥購銷市場的恢複,小麥市場價格呈現穩中上升的趨勢。
yishi,youyunongminshouzhongyuliangbuduo,shouliangpianshao,zaochengshichangliangyuangongyingjianshao,tuidongxiaomaijiagetisheng。ershi,mianfenchangluxukaigong,yinqianqikucunpiandi,jinqicunzaicaigoubukuxuyao。sanshi,guojiazhengcelihaozhicheng,tuidongxiaomaishichangjiageshangzhang。muqian,xiaomaishichangzhengcezhudaomingxian,jinqiguojiapinfanchutaidelihaozhengcejianghuiduishichangxingchengyoulizhicheng,guoneixiaomaijiagerengjiangyouwangbaochiwenzhongyouzhangtaishi。sishi,zhuchanquhanqingyanzhong,shichangzhutiduijinnianxiaomainengfouhuodefengshouchihuaiyitaidu,youcidailaidekonghuangxinlizhichengxiaomaijiageshangzhang。muqiandehanqingduixiaomaizuizhongchanliangdeyingxianghaibunengzaoxiajielun。danyouyubencihanqingzhidaweijinjishinianshaojian,geishichangyeliuxialejiaodadexiangxiangkongjian。wushi,paimaidijiadetigaoweihouqixiaomaijiagezouxiangzhiminglefangxiang,tongshiyexianshileguojiaduixiaomaishichangdezhengcetiaokong,jitigaonongminshouru,zengjianongminzhongliangjijixing,weihushichangwending,baozhangguojialiangshianquan。zonghelaikan,muqiandehanqingduishichangzhutixinliyuqiyingxiangjiaoda,zaijiashangzuijintigaozuidishougoujia40元/噸,在雙重“利多”影(ying)響(xiang)下(xia),後(hou)市(shi)小(xiao)麥(mai)普(pu)遍(bian)看(kan)漲(zhang)。不(bu)過(guo),在(zai)國(guo)家(jia)政(zheng)策(ce)的(de)大(da)力(li)調(tiao)控(kong)下(xia),中(zhong)華(hua)糧(liang)網(wang)分(fen)析(xi)師(shi)認(ren)為(wei)後(hou)市(shi)小(xiao)麥(mai)市(shi)場(chang)仍(reng)將(jiang)以(yi)穩(wen)定(ding)運(yun)行(xing)為(wei)主(zhu),不(bu)會(hui)出(chu)現(xian)大(da)幅(fu)上(shang)漲(zhang)行(xing)情(qing)。
(二)受原糧價格上漲支撐,銷區麵粉價格上漲
suizhemianfenxiaofeiwangjidedaolai,xiaoqumianfenjiagechengxianwenzhongshangshengqushi。yishi,zhuchanquxiaomaijiageshouduozhongliduoyinsuyingxiangwenbushangzhang,shoucidaidongtuidongmianfenjiageshangzhang。ershi,nianhouduoshunongmingongkaishifanchengwugong,dazhongyuanxiaoxueshengluxukaixuejiqiyeluxukaigong,shichangduimianfendexuqiukaishijiada。
(三)大米價格上漲
年後銷區大米價格呈現上升趨勢,主要原因如下:一是東北產區稻穀價格大幅上漲,且以黑龍江最為明顯,稻穀漲價在60-100元/噸,米價漲幅在100-120元/噸,部分漲幅達200元/噸dun。受shou此ci影ying響xiang,銷xiao區qu東dong北bei米mi大da幅fu上shang漲zhang。二er是shi隨sui著zhe國guo家jia臨lin時shi收shou儲chu價jia格ge的de提ti高gao,大da部bu分fen糧liang源yuan已yi入ru國guo庫ku,再zai加jia上shang農nong戶hu惜xi售shou市shi場chang糧liang源yuan供gong給gei減jian少shao,企qi業ye原yuan糧liang收shou購gou困kun難nan,推tui動dong米mi價jia上shang漲zhang。三san是shi南nan方fang大da米mi消xiao費fei需xu求qiu逐zhu漸jian回hui暖nuan,供gong應ying偏pian緊jin,成cheng為wei米mi價jia上shang漲zhang的de又you一yi動dong力li。總zong體ti來lai說shuo,供gong需xu偏pian緊jin是shi導dao致zhi市shi場chang價jia格ge走zou高gao的de主zhu要yao原yuan因yin,部bu分fen地di區qu價jia格ge暴bao漲zhang也ye是shi由you於yu市shi場chang抬tai價jia所suo致zhi,由you於yu原yuan糧liang太tai少shao,交jiao易yi量liang一yi般ban,所suo以yi價jia格ge有you泡pao沫mo成cheng分fen,“虛市”較明顯。
(四)年後菜油價格小幅上升
年後,國產四級菜油市場價格呈小幅上升的趨勢,目前升至8000元/噸,較節前上漲60元/噸(dun)。菜(cai)油(you)價(jia)格(ge)上(shang)漲(zhang)受(shou)多(duo)種(zhong)因(yin)素(su)影(ying)響(xiang),一(yi)是(shi)供(gong)應(ying)偏(pian)緊(jin)。隨(sui)著(zhe)春(chun)節(jie)長(chang)假(jia)期(qi)間(jian)行(xing)業(ye)開(kai)工(gong)量(liang)的(de)進(jin)一(yi)步(bu)減(jian)少(shao),主(zhu)產(chan)區(qu)的(de)菜(cai)油(you)貨(huo)源(yuan)供(gong)應(ying)顯(xian)得(de)較(jiao)為(wei)短(duan)缺(que),有(you)助(zhu)於(yu)廠(chang)商(shang)跟(gen)盤(pan)挺(ting)價(jia)。二(er)是(shi),國(guo)家(jia)連(lian)續(xu)出(chu)台(tai)托(tuo)市(shi)收(shou)購(gou)政(zheng)策(ce),建(jian)立(li)國(guo)產(chan)大(da)豆(dou)、國產菜油(油菜籽代加工)dezhanlvechubeiyuyingjichubei,zaijiashangzhongyangyihaowenjianduisannongdezhicheng,zhengceqiangyinwuyichengweitizhencaiyoushichangyuqixianghaodezhongyaoyuanyin。sanshi,shounanmeiganhanyinsuchaozuo,youcidailaidekonghuangxinliyuqizhichengcaiyoujiageshangzhang。buguowomenyezhuyidao,jiagedeshangxingbingweishoudaoxuqiumiandeyoulizhicheng,gedichengjiaozhuangkuangyiban,ciwai,youyuguoneiwaicaizijiachajiaoda,1-4月份我國菜籽進口有望突破70萬噸。總體來看,多空因素下,未來菜油走勢不宜追漲。
總之,雖然國內主要糧油品種價格在年後均出現上漲趨勢,但據中華糧網價格檢測結果顯示,這是一種“節後”出現的合理漲價現象。原因有二:yishinianhoudabufennongmingongkaishifanchengwugong,xuexiaoyeluxukaixue,zhexiedoujiangdaidongliangyouxiaofeixuqiudezengjia。ershimuqiandongzuowuganhanbijiaoyanzhong,youcidailaidekonghuangxinlidaozhiliangyoushichangjiagetaisheng。buguo,congwoguodeshijiqingkuanglaikan,liangshilianxu5年(nian)增(zeng)產(chan),糧(liang)油(you)庫(ku)存(cun)比(bi)較(jiao)充(chong)裕(yu),基(ji)本(ben)能(neng)夠(gou)滿(man)足(zu)消(xiao)費(fei)需(xu)求(qiu),因(yin)而(er)糧(liang)油(you)價(jia)格(ge)並(bing)不(bu)具(ju)備(bei)大(da)幅(fu)上(shang)漲(zhang)的(de)動(dong)力(li)。因(yin)此(ci),建(jian)議(yi)市(shi)場(chang)主(zhu)體(ti)客(ke)觀(guan)對(dui)待(dai),謹(jin)慎(shen)購(gou)銷(xiao)。中國糧油儀器網 http://www.98fo.cn/
來源: 中華糧網



